{"id":296165,"date":"2026-04-15T07:55:00","date_gmt":"2026-04-15T07:55:00","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/keepinmind-dashboard-notes\/"},"modified":"2026-04-16T09:48:55","modified_gmt":"2026-04-16T09:48:55","slug":"keepinmind-dashboard-notes","status":"publish","type":"plugin","link":"https:\/\/wordpress.org\/plugins\/keepinmind-dashboard-notes\/","author":16461376,"comment_status":"closed","ping_status":"closed","template":"","meta":{"version":"0.8.2.5","stable_tag":"0.8.2.5","tested":"7.0","requires":"5.8","requires_php":"7.4","requires_plugins":null,"header_name":"KeepInMind Dashboard Notes","header_author":"Elchanan Levavi","header_description":"Place contextual notes on any WordPress admin page. 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Place notes directly on any admin page - anchored to the exact element you're talking about. No more Slack messages saying \"that field on the product edit page\" - just click, write your note, and your team sees it right where it matters.<\/p>\n\n<h4>Why KeepInMind Dashboard Notes?<\/h4>\n\n<p>Every WordPress team has the same problem: communicating about the dashboard itself. Which settings need changing? What does this custom field do? Why is this item configured this way?<\/p>\n\n<p>KeepInMind Dashboard Notes solves this by letting you <strong>pin notes directly to dashboard elements<\/strong> - like sticky notes for your admin area, but smarter.<\/p>\n\n<p>Here are just a few real-world scenarios where it shines:<\/p>\n\n<ul>\n<li>You temporarily <strong>disable a plugin<\/strong> to test whether it's causing a conflict. Drop a Warning note on the Plugins page so everyone knows it was turned off on purpose - and so you remember to check back in three weeks.<\/li>\n<li>You installed a plugin for one very specific reason that isn't obvious. Pin a note to it explaining why it's there, so another admin - or future you - doesn't delete it thinking it's unused.<\/li>\n<li>A client keeps changing a setting that breaks their site. Attach an always-visible Alert banner right next to that toggle: <strong>\"Do not change - this controls the checkout redirect.\"<\/strong><\/li>\n<li>Your developer configured a custom field with a non-obvious format. Leave a note on the field itself explaining what values are expected, so the content team doesn't have to guess.<\/li>\n<li>You're onboarding a new team member. Instead of writing a separate training doc, scatter helpful Attention banners across the pages they'll use most - guidance that shows up exactly where they need it.<\/li>\n<li>You're running a staging review before launch. Pin notes to every area that needs a final check, and let your team reply with updates as they work through the list.<\/li>\n<\/ul>\n\n<h4>Key Features<\/h4>\n\n<p><strong>Pin Notes Anywhere<\/strong>\nClick any element on any admin page to leave a note. Your note stays anchored to that exact element - a form field, a menu item, a settings toggle, a table row. When your teammate visits the page, they see the note marker right where it belongs.<\/p>\n\n<p><strong>Rich Text Editing<\/strong>\nFormat your notes with <strong>bold text<\/strong>, <a href=\"https:\/\/\">links<\/a>, and text colors. The floating toolbar appears on text selection.<\/p>\n\n<p><strong>Two Note Types:<\/strong><\/p>\n\n<ul>\n<li><strong>Pinned Note<\/strong> - Appears as a marker on the page. Click to open and manage a threaded discussion.<\/li>\n<li><strong>Open Note<\/strong> - Always visible inline. Choose a color to highlight the note based on its importance.<\/li>\n<\/ul>\n\n<p><strong>@Mention Teammates<\/strong>\nType <code>@<\/code> to mention any allowed user. They'll receive an email notification with your note. Autocomplete helps you find the right person fast - just keep typing to filter.<\/p>\n\n<p><strong>Private notes<\/strong>\nMark any note as private so only you can see it. Perfect for personal reminders and work-in-progress notes.<\/p>\n\n<p><strong>Threaded Replies<\/strong>\nEvery note supports full threaded replies. Keep conversations organized and contextual without cluttering the page.<\/p>\n\n<p><strong>Drag &amp; Relocate<\/strong>\nNotes can be dragged to a new element if the page layout changes. Grab the drag grip and drop it on the right spot - all replies move with it.<\/p>\n\n<p><strong>Note Scoping<\/strong><br \/>\nOn entity pages (posts, terms, users), choose whether your note applies to <strong>this specific item<\/strong> or <strong>all items of this type<\/strong>.  For example, a note on the \u201cBlue T-Shirt\u201d edit page can be scoped just to that product - or to the edit page of all products.<\/p>\n\n<p><strong>Global Notes<\/strong>\nPin notes to the admin bar or other persistent elements to create site-wide notes visible on every admin page.<\/p>\n\n<p><strong>Configurable Permissions<\/strong>\nControl exactly who can add notes and who can edit or delete:<\/p>\n\n<ul>\n<li><strong>Role-based access<\/strong> - Choose which roles can use the plugin (Administrator is always included).<\/li>\n<li><strong>User-level access<\/strong> - Whitelist specific users regardless of role.<\/li>\n<li><strong>Edit\/Delete\/Relocate policies<\/strong> - Author only, role hierarchy (strict or relaxed), or everybody.<\/li>\n<\/ul>\n\n<!--section=installation-->\n<ol>\n<li>Upload the <code>keepinmind-dashboard-notes<\/code> folder to <code>\/wp-content\/plugins\/<\/code>.<\/li>\n<li>Activate the plugin through the <strong>Plugins<\/strong> menu in WordPress.<\/li>\n<li>Click the floating note button (bottom-right corner) to start placing notes.<\/li>\n<li>Configure roles, permissions, and policies under <strong>Settings \u2192 Dashboard Notes<\/strong>.<\/li>\n<\/ol>\n\n<!--section=faq-->\n<dl>\n<dt id=\"who%20can%20see%20the%20notes%3F\"><h3>Who can see the notes?<\/h3><\/dt>\n<dd><p>Only users with allowed roles or explicitly allowed users can see and create notes. By default, Administrators and Editors have access. You can customize this in the plugin settings.<\/p><\/dd>\n<dt id=\"can%20i%20use%20this%20on%20the%20front-end%3F\"><h3>Can I use this on the front-end?<\/h3><\/dt>\n<dd><p>No - KeepInMind Dashboard Notes is designed exclusively for the WordPress admin area. It works on every admin page, including custom post type editors, WooCommerce settings, and third-party plugin pages.<\/p><\/dd>\n<dt id=\"will%20keepinmind%20dashboard%20notes%20slow%20down%20my%20website%20or%20the%20admin%20dashboard%3F\"><h3>Will KeepInMind Dashboard Notes slow down my website or the admin dashboard?<\/h3><\/dt>\n<dd><p>No. Notes are designed to stay lightweight and won\u2019t slow down your admin. They load in the background after the page opens, and the plugin only runs where it\u2019s needed - inside the admin area.<\/p><\/dd>\n<dt id=\"can%20i%20make%20a%20note%20visible%20only%20to%20myself%3F\"><h3>Can I make a note visible only to myself?<\/h3><\/dt>\n<dd><p>Yes! Check the <strong>Private<\/strong> checkbox when creating a note. Private notes are only visible to you - no other user can see them, regardless of their role.<\/p><\/dd>\n<dt id=\"isn%E2%80%99t%20this%20redundant%20with%20the%20notes%20feature%20in%20wordpress%207%3F\"><h3>Isn\u2019t this redundant with the Notes feature in WordPress 7?<\/h3><\/dt>\n<dd><p>No. WordPress 7 Notes are built for <strong>content collaboration<\/strong> inside Gutenberg - commenting on and suggesting changes within post content.<\/p>\n\n<p>This plugin focuses on <strong>contextual admin notes<\/strong> - letting you add notes across the WordPress dashboard (not inside content) to document decisions, highlight important settings, and guide editors in context.<\/p><\/dd>\n<dt id=\"what%20happens%20to%20notes%20when%20i%20uninstall%20the%20plugin%3F\"><h3>What happens to notes when I uninstall the plugin?<\/h3><\/dt>\n<dd><p>By default, all data is preserved. 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